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Spire Wealth Management’s Portillo's PTLO Stock Holding History

Spire Wealth Management’s Portfolio PTLO Stock Details PTLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.48K Hold
2,000
– – ﹤0.01% 1669
2026
Q1 		$10.6K Hold
2,000
– – ﹤0.01% 1595
2025
Q4 		$9.08K Hold
2,000
– – ﹤0.01% 1743
2025
Q3 		$12.9K Hold
2,000
– – ﹤0.01% 1659
2025
Q2 		$23.3K Hold
2,000
– – ﹤0.01% 1458
2025
Q1 		$23.8K Hold
2,000
– – ﹤0.01% 1551
2024
Q4 		$18.8K Buy
+2,000
New +$22.9K ﹤0.01% 1644
2023
Q4 		– Sell
-100
Closed -$1.54K – 2448
2023
Q3 		$1.54K Hold
100
– – ﹤0.01% 2179
2023
Q2 		$2.25K Hold
100
– – ﹤0.01% 2177
2023
Q1 		$2.14K Hold
100
– – ﹤0.01% 2248
2022
Q4 		$2K Hold
100
– – ﹤0.01% 2091
2022
Q3 		$2K Sell
100
-900
-90% -$19.8K ﹤0.01% 1987
2022
Q2 		$16K Buy
+1,000
New +$19.3K ﹤0.01% 1757

Other funds holding PTLO

4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Spire Wealth Management's PTLO Position: Q2 2026 in Review

Spire Wealth Management held its Portillo's (PTLO) position steady in Q2 2026 at 2,000 shares worth $9.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Spire Wealth Management first reported a position in PTLO in Q2 2022 and has held it in 13 quarters since. The position peaked at $23.8K in Q1 2025. 14 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

  • Spire Wealth Management held 2,000 shares of Portillo's worth $9.48K as of Q2 2026.
  • Spire Wealth Management left its Portillo's share count unchanged in Q2 2026.
  • Portillo's made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1669 holding.
  • Spire Wealth Management first reported a position in Portillo's in Q2 2022 and has held it in 13 quarters since.
  • Spire Wealth Management's Portillo's position peaked at $23.8K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.